Charles Goldberg

Charles W. Goldberg Jr.
Senior Vice President Senior Trust Advisor

3322 West End Ave.

Suite 620,

Nashville, TN 37203-1217

About me

Background

Charles “Chuck” Goldberg is a Genspring Senior Trust Advisor and Senior Vice President with Truist Wealth.  He offers more than 12 years of experience as a practicing attorney and licensed certified public accountant. While in law practice at a large Southeastern law firm, Chuck advised closely held business owners and other high net worth individuals regarding trusts and estates planning, tax law, and general business law. Chuck utilizes his experience to serve as a trusted advisor to clients of Truist Wealth.

As part of the client’s wealth management team, Chuck helps high net worth families manage their generational wealth. With an eye towards tax efficiency and asset protection, Chuck identifies wealth planning opportunities and creates strategies for implementation. He oversees ongoing administration of comprehensive financial and estate plans. Chuck maintains current knowledge in fiduciary laws, taxation and other laws that concern clients’ planning and serves as a resource and fiduciary consultant to his clients.

Education

LL.M. (Taxation)
Northwestern University School of Law 2009
J.D.
Mississippi College School of Law 2008
Master of Taxation
University of Mississippi 2005
Bachelor of Accountancy
University of Mississippi 2004

Personal Interests

Chuck resides in Nashville with his wife, Laura and with their two children, Elle and Charles. Chuck and his family are members of St. George’s Episcopal Church. 

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Educating family members with significant wealth to confidently manage their financial lives

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

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